Civic Intelligence

Universal Finance Inc.

Plan context: Universal Finance 401 K Retirement Plan

EIN 56-2143147 • Lenoir, NC • 13 filings • 3 plans

415 Blowing Rock Rd.Lenoir, NC 28645
Current Snapshot

Latest Year

2013

2013 Participants

15

2013 Assets

$280,233

2013 Contributions

$444

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$341,668$170,834$0200020072012YearValue
$280,233Latest year 2012

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

38190200020072012YearValue
15Latest year 2012

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201310$0$444-
Universal Finance 401 K Retirement Plan-0$0$444-
2012115$280,233$20,171$1,345iApproximate average salary by contribution assumption: employee only about $33,618 at 4% or $22,412 at 6%; with 50% employer match about $22,412 at 4% or $14,941 at 6%; with 100% employer match about $16,809 at 4% or $11,206 at 6%.
Universal Finance 401 K Retirement Plan-15$280,233$20,171$1,345iApproximate average salary by contribution assumption: employee only about $33,618 at 4% or $22,412 at 6%; with 50% employer match about $22,412 at 4% or $14,941 at 6%; with 100% employer match about $16,809 at 4% or $11,206 at 6%.
2011121$292,975$41,533$1,978iApproximate average salary by contribution assumption: employee only about $49,444 at 4% or $32,963 at 6%; with 50% employer match about $32,963 at 4% or $21,975 at 6%; with 100% employer match about $24,722 at 4% or $16,481 at 6%.
Universal Finance 401 K Retirement Plan-21$292,975$41,533$1,978iApproximate average salary by contribution assumption: employee only about $49,444 at 4% or $32,963 at 6%; with 50% employer match about $32,963 at 4% or $21,975 at 6%; with 100% employer match about $24,722 at 4% or $16,481 at 6%.
2010123$341,668$47,936$2,084iApproximate average salary by contribution assumption: employee only about $52,104 at 4% or $34,736 at 6%; with 50% employer match about $34,736 at 4% or $23,157 at 6%; with 100% employer match about $26,052 at 4% or $17,368 at 6%.
Universal Finance 401 K Retirement Plan-23$341,668$47,936$2,084iApproximate average salary by contribution assumption: employee only about $52,104 at 4% or $34,736 at 6%; with 50% employer match about $34,736 at 4% or $23,157 at 6%; with 100% employer match about $26,052 at 4% or $17,368 at 6%.
2009119$271,883$46,438$2,444iApproximate average salary by contribution assumption: employee only about $61,103 at 4% or $40,735 at 6%; with 50% employer match about $40,735 at 4% or $27,157 at 6%; with 100% employer match about $30,551 at 4% or $20,368 at 6%.
Universal Finance 401 K Retirement Plan-19$271,883$46,438$2,444iApproximate average salary by contribution assumption: employee only about $61,103 at 4% or $40,735 at 6%; with 50% employer match about $40,735 at 4% or $27,157 at 6%; with 100% employer match about $30,551 at 4% or $20,368 at 6%.
2008138$188,502$43,278$1,139iApproximate average salary by contribution assumption: employee only about $28,472 at 4% or $18,982 at 6%; with 50% employer match about $18,982 at 4% or $12,654 at 6%; with 100% employer match about $14,236 at 4% or $9,491 at 6%.
Universal Finance 401 K Retirement Plan-38$188,502$43,278$1,139iApproximate average salary by contribution assumption: employee only about $28,472 at 4% or $18,982 at 6%; with 50% employer match about $18,982 at 4% or $12,654 at 6%; with 100% employer match about $14,236 at 4% or $9,491 at 6%.
2007138$207,994$35,512$935iApproximate average salary by contribution assumption: employee only about $23,363 at 4% or $15,575 at 6%; with 50% employer match about $15,575 at 4% or $10,384 at 6%; with 100% employer match about $11,682 at 4% or $7,788 at 6%.
Universal Finance 401 K Retirement Plan-38$207,994$35,512$935iApproximate average salary by contribution assumption: employee only about $23,363 at 4% or $15,575 at 6%; with 50% employer match about $15,575 at 4% or $10,384 at 6%; with 100% employer match about $11,682 at 4% or $7,788 at 6%.
2006136$168,416$63,155$1,754iApproximate average salary by contribution assumption: employee only about $43,858 at 4% or $29,238 at 6%; with 50% employer match about $29,238 at 4% or $19,492 at 6%; with 100% employer match about $21,929 at 4% or $14,619 at 6%.
Universal Finance 401 K Retirement Plan-36$168,416$63,155$1,754iApproximate average salary by contribution assumption: employee only about $43,858 at 4% or $29,238 at 6%; with 50% employer match about $29,238 at 4% or $19,492 at 6%; with 100% employer match about $21,929 at 4% or $14,619 at 6%.
2005137$93,313$26,942$728iApproximate average salary by contribution assumption: employee only about $18,204 at 4% or $12,136 at 6%; with 50% employer match about $12,136 at 4% or $8,091 at 6%; with 100% employer match about $9,102 at 4% or $6,068 at 6%.
Universal Finance 401 K Retirement Plan-37$93,313$26,942$728iApproximate average salary by contribution assumption: employee only about $18,204 at 4% or $12,136 at 6%; with 50% employer match about $12,136 at 4% or $8,091 at 6%; with 100% employer match about $9,102 at 4% or $6,068 at 6%.
2004128$79,652$25,246$902iApproximate average salary by contribution assumption: employee only about $22,541 at 4% or $15,027 at 6%; with 50% employer match about $15,027 at 4% or $10,018 at 6%; with 100% employer match about $11,271 at 4% or $7,514 at 6%.
Universal Finance 401 K Retirement Plan-28$79,652$25,246$902iApproximate average salary by contribution assumption: employee only about $22,541 at 4% or $15,027 at 6%; with 50% employer match about $15,027 at 4% or $10,018 at 6%; with 100% employer match about $11,271 at 4% or $7,514 at 6%.
2003117$49,122$15,342$902iApproximate average salary by contribution assumption: employee only about $22,562 at 4% or $15,041 at 6%; with 50% employer match about $15,041 at 4% or $10,027 at 6%; with 100% employer match about $11,281 at 4% or $7,521 at 6%.
Universal Finance 401 K Retirement Plan-17$49,122$15,342$902iApproximate average salary by contribution assumption: employee only about $22,562 at 4% or $15,041 at 6%; with 50% employer match about $15,041 at 4% or $10,027 at 6%; with 100% employer match about $11,281 at 4% or $7,521 at 6%.
200119$0$0-
Universal Finance 401 K Retirement Plan-9---
2000111$17,930$21,425$1,948iApproximate average salary by contribution assumption: employee only about $48,693 at 4% or $32,462 at 6%; with 50% employer match about $32,462 at 4% or $21,641 at 6%; with 100% employer match about $24,347 at 4% or $16,231 at 6%.
Universal Finance 401 K Retirement Plan-11$17,930$21,425$1,948iApproximate average salary by contribution assumption: employee only about $48,693 at 4% or $32,462 at 6%; with 50% employer match about $32,462 at 4% or $21,641 at 6%; with 100% employer match about $24,347 at 4% or $16,231 at 6%.